RMR Wealth Builders SUB Holdings History

Number of Shares
255,040.00
Current Holdings Value*
$27.12 Mil
% of Portfolio
2.46%
Total Estimate Gain
$410,883.61
% of Total Estimate Gain
1.42%

RMR Wealth Builders's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-06-30, RMR Wealth Builders held 255,040.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $27.12 Mil. This investment constitutes 2.46% of their stock portfolio, and RMR Wealth Builders now holds 0.27% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2021Q4. And since then RMR Wealth Builders has made 13 purchases of SUB, at an average price of $104.78, for a total of 275,849.00 shares. In addition, there have been 3 sales at an average price of $103.92 for 20,809.00 shares. Based on historical transaction data and SUB's current price of $106.46, RMR Wealth Builders's estimated gain on his SUB holdings is $410,883.61, reflecting a 1.42% gain to date.

RMR Wealth Builders SUB ($106.46) Holding Chart

RMR Wealth Builders SUB ($106.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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